TAIWAN SEMICONDUCTOR WKN: 909800 ISIN: US8740391003 Kürzel: TSM Forum: Aktien Thema: Hauptdiskussion

Übrigens vllt vorher Mal schauen wie lange diese Insider schon verkaufen..... in der Zeit hat sich Nvidia verxfacht. Also bitte keinen Unfug schreiben

Nö

Das dürfte auch TSMC negativ beeinflussen https://insider-aktien.de/nvidia-massenhaft-insiderverkaufe-und-3-weitere-risiken/

Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) PT Raised to $125 at Bernstein

Nvidia CEO Jensen Huang said the 🇺🇸 is as much as 20 years away from breaking its dependence on overseas chipmaking - Bloomberg

TSMC WEIGHS THIRD JAPAN CHIP PLANT WITH CUTTING-EDGE 3NM TECH.-BLOOMBERG

Daher dann der Anstieg. Hatte mich schon gewundert. Gibt's schon irgendwo News bzw. irgendwelche Informationen bzgl. des Neubaus in Deutschland?

Japan’s support for a 2nd TSMC fab has been raised to ¥900 billion yen (US$5.94 billion) from ¥770 billion, media report. Japan’s 2023 supplementary budget, which earmarks ¥1.85 trillion for #semiconductor industry support, was approved Friday by the prime minister’s cabinet. Parliament is expected to pass it by 12/13. The total budget plan is ¥13.20 trillion yen ($87 billion), for fiscal 2023, which ends March 31, 2024. A portion of the semiconductor funds will go to Rapidus and Intel

TSMC’s October revenue hit an all-time high for a single month, up 15.7% year-on-year to NT$243.20 billion (US$7.6 billion), and up 34.8% over September. The previous monthly record was Nov. 2022, NT$222.71 billion. TSMC guided 4th quarter revenue in a range of US$18.8 billion - $19.6 billion, at a foreign exchange rate of US$1 : NT$32, for a New Taiwan dollar range of NT$601.6 billion to NT$627.2 billion.

https://www.handelsblatt.com/technik/it-tk/chipfabrik-dresdner-tsmc-fabrik-beteiligung-von-infineon-bosch-und-nxp-genehmigt/29486472.html

GUIDANCE: Taiwan Semi sees Q4 2023 revenue of $18.8-19.6 billion, versus the consensus of $18.251 billion.

Goldman Upgrades Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) to Conviction List Buy

Komm, komm, kommen, die 90

For the year ahead, the world's largest contract chipmaker predicted healthy growth and a drop in industry inventory levels. Demand for personal computers and smartphones, two of TSMC's business drivers, is expected to lead the recovery, with artificial intelligence (AI) growth also increasing demand for its advanced chips and advanced packaging. "We can expect 2024 to be a healthy growth year for TSMC," CEO C.C. Wei told an earnings briefing, with the company expecting to "do better than the overall industry" next year. "In these couple of months, we have started to see demand stabilise in the PC and smartphone end market" and inventory controls have become "more healthy than we thought". "Right now, do we see the bottom? Very close," Wei said, but added it was too soon to say how strong the recovery would be as customers remain cautious because of macro weakness and China's slow economic recovery.

TSMC's 3Q net income NT$211 billion, beats market consensus NT$190.4 billion TSMC's 3Q gross margin 54.3%, beats market consensus 52.9%.

Super, vielen Dank für die Aufklärung!👍